As Donald Trump prepares to enter the White House, normally serious and intelligent people seem to have lost a sense of perspective, writes David Coombs, head of multi-asset investments at Rathbones.
US small caps to benefit from Trump victory
Populists are all the rage today (except in Austria) but if we want to understand what they might do next - and the likely impact on share prices - maybe it is time to contemplate recent events in India.
This year has not been a good one for economists trying to delineate the fortunes of the UK economy. 2017 could be worse.
Fund managers from this year's Sustainable Investment Conference explain how they place sustainability at the heart of their investment process and identify the key stocks and themes driving their funds.
Follows US election result
Fund managers have warned of short-term volatility following Italy's vote against constitutional reform in this weekend's referendum, which they say could "exert a baleful influence" on the country's struggling banking sector.
Royal London Asset Management (RLAM) managers Martin Cholwill and Richard Marwood have identified some of the sweet spots for investors looking for equity income opportunities in an 'anaemic' growth environment.
The euro fell to levels last seen in March 2015 last night as Italian Prime Minister Matteo Renzi said he would resign after suffering a worse defeat than expected in the country's referendum on constitutional reform.